Community Bank of the Bay User Guide
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Table of Contents Getting Started
Business Online Banking Overview.............................................................................5 Company Administration. ..................................................................................................... 5 Logging In.......................................................................................................................6 Home Home Overview.............................................................................................................7 Accounts Account Details Overview.............................................................................................8 Alerts Alerts Overview............................................................................................................10 Create a New Alert. .....................................................................................................11 Edit an Alert..................................................................................................................12 Delete an Alert.............................................................................................................13 Contact Options...........................................................................................................14 Add an Email......................................................................................................................... 15 Activate an Email.................................................................................................................. 15 Add a Mobile Number. ........................................................................................................ 16 Activate a Mobile Number................................................................................................... 16 Do Not Disturb...................................................................................................................... 16 Edit Do Not Disturb.............................................................................................................. 17 Delete Do Not Disturb. ........................................................................................................ 17 Secure Inbox................................................................................................................18 Profile Resetting Your Password............................................................................................19 Editing Challenge Questions......................................................................................20 Tokens. .........................................................................................................................21 Editing Your Token............................................................................................................... 21 Deleting Your Token............................................................................................................. 22 Adding A New Device........................................................................................................... 23 Internal Transfers New Transfer. ..............................................................................................................26 Issued Transfers..........................................................................................................28 Edit a Transfer....................................................................................................................... 28 Delete a Transfer.................................................................................................................. 30
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